Baker Tilly US

Financial Planning and Analysis

• Provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process
• Collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts
• Work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and win specific engagement opportunities through scoping and budgeting engagement needs
• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff

Senior Manager, Accounting and Financial Advisory Services

Payroll

• Directly supporting weekly employee benefits enrollment, termination and change processing activity for assigned clients
• Servicing escalated employee and direct HR telephone and email benefits inquiries
• Providing annual open enrollment support to assigned clients and the Benefits Team in general, including periodic onsite representation at client meetings and benefit fairs
• Interfacing with clients, insurers and other third parties to resolve employee benefit issues
• Managing the completion of scheduled client deliverables on a consistent and timely basis
• Maintaining current, working knowledge of all assigned client benefits eligibility rules
• Participating in periodic client servicing reviews at designated client location or via web/teleconference

HR/Payroll Intern

• Be a trusted advisor to middle market clients by providing strategic tax credit consulting services that includes: Work with other industry experts to document eligibility and qualification of clients for certain federal and state tax credits
• Identify purchasers of federal and state tax credits able to be transferred
• Close tax credit transactions along with mitigating risk to tax credit purchasers
• Research and draft technical memoranda related to tax credit matters
• Support industry experts with tax technical issues
• Develop industry thought leadership including writing internal and external articles and preparing internal and external presentations
• Develop an understanding of each client’s business and become a functional expert in the relevant technical area
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the community
• Coordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the team.
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Act as a career advisor to associates, seniors and managers
• Review work prepared by Senior Associate and Manager professionals and work with Directors and Partners on client optimization strategies

Senior Manager, Tax Credits & Incentives

• Provide tax compliance and advisory services to individuals and corporations
• Participate in tax research projects on various issues
• Communicate and team with specialty tax practices on complicated tax matters
• Utilize entrepreneurial skills to build strong relationships internally and with clients

Senior Tax Associate, Private Wealth

Analyst

• Be a trusted member of the Epic Practice team with responsibilities including: Demonstrate significant knowledge of Epic implementations, upgrades, and optimizations including: Understand functionality and methodology that support successful Epic projects.
• Plan, design/build, test, implement and support the needs of Epic EHR.
• Participates on cross-functional teams as required to ensure integration and alignment of build, process design, and configuration of workflows.
• Lead / facilitate requirements gathering and workflow analysis.
• Lead or provide support during testing, training, and implementation of applications.
• Identify issues with workflows and build, and develop solutions to remediate.
• Provide support to business operations or clinical end-users.
• Provide mentorship, training and guidance to IT members at the client site.
• Serve as subject matter expert in the assigned applications.

PA Application Analyst

Manager

• Manage a caseload of up to 50 clients, ensuring timely and accurate delivery of services.
• Coordinate with internal and external resources to meet client needs and expectations.
• Maintain regular communication with clients to provide updates, gather necessary information, and address any concerns or inquiries.
• Demonstrate a high level of attention to detail when reviewing and analyzing large volumes of source documents to identify relevant information.
• Proactively manage client expectations and provide exceptional customer service throughout the case management process.
• Take initiative and be a self-starter, capable of working independently and efficiently.
• Exhibit strong written and verbal communication skills, with the ability to convey complex information clearly and effectively.

EB-5 Case Manager

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities.
• Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns.
• Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning, and generation skipping tax.
• Build on technical competence by keeping up-to-date on trends, developments, and technical authorities and apply them to complex situations.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Support the growth and development of team members.

Tax Senior Manager, Private Wealth

Operations

• Manage and oversee the development and performance of the Client Operations administrative team and ensure appropriate staffing level is in place to provide exceptional client service.
• Champion firm initiatives and process improvements to enhance consistency and improve efficiencies.
• Partner closely with Client Operations and firm leadership to understand business needs and client expectations.
• Proactively communicate to ensure that best practices are shared and administer firm policies and procedures.
• Participate in the onboarding and training of new administrative personnel answering questions and assigning resources.
• Partner with other departments to drive consensus and secure resources for projects and initiatives.
• Work with operations and finance teams firmwide to analyze activities, operating costs, and forecast data to evaluate and determine progress toward business trends, goals and objectives.
• Develop and execute against plans, budgets and timelines in close collaboration with leadership and other departments.
• Other duties and special projects as assigned.

Client Operations Manager

• Provide federal tax compliance and consulting services to industry-specific clients
• Participate in tax research projects and draft IRS responses
• Communicate and team with specialty tax practices on complicated tax matters
• Enjoy friendships, social activities, and team outings that encourage a work-life balance

Tax Experienced Associate – NFP

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Be accessible and anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client expectations for delivery
• Interact at the highest levels of client organizations
• Resourceful at gaining exposure to client activities offering potential for application of firm services
• Display broad understanding of activities and interests of other disciplines
• Establish record of gaining client use of wide range of firm services
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
• Handle heavy load, including complex/demanding clients
• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
• Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
• Create opportunities to gain new clients
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Regularly look for opportunities, recommendations, and additional firm services that could benefit client
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Lead by example to positively impact employee morale
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
• Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities

Accounting Manager

• Responsible for providing clients with a variety of accounting and administrative services
• Maintain the general ledger and coordinate monthly close
• Prepare monthly/quarterly financial statements and related workpapers
• Review accounts payable and payroll coordination
• Manage bank, brokerage, and credit card accounts
• Perform reconciliations and analysis for balance sheet accounts
• Oversee year-end reporting and preparation of 1099s
• Assist in preparation of tax packages and supporting documents
• Respond to client requests and manage client relationships
• Handle special projects as needed

Senior Associate, Client Accounting Services – Family Office

• Advise clients on a full spectrum of international tax services including planning, research, compliance, foreign tax credit, international provisions of the Tax Cuts and Jobs Act, outbound and inbound structure planning and cross-border transactions
• Lead multiple international tax engagements ensuring the delivery of quality tax planning and consulting projects for our diverse clients
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Collaborate and build relationships with Baker Tilly member firms around the world
• Provide international tax technical guidance to tax professionals firm-wide
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Senior International Tax Consulting Manager

Affiliate Manager

• Deliver and facilitate administrative services to support leadership and client delivery functions and teams.
• Manage multiple calendars, organize meetings, coordinate travel logistics, and manage time & expense entry.
• Maintain relationships with clients and assist with client communications
• Coordinate all aspects of client event planning and management
• Serve as point of contact for team leadership meetings and events
• Conduct team expense review and approvals according to set policies
• Provide support with preparing, editing, and formatting deliverables, correspondence, presentations, reports, and other materials.
• Provide system data entry support.
• Assist with London office projects and provide backup to other team members, as necessary.

Senior Administrative Business Partner

• Manage all phases of planning and administering large and complex outsourced accounting engagements
• Extensive knowledge of several upstream oil and gas accounting department specialties
• Responsible for all aspects of staff development and performance
• Client Service Delivery: Plan and manage service delivery for multiple clients
• Act as trusted advisor to senior executives in client organizations
• Manage all business drivers in a professional services organization to operate efficiently and effectively

Senior Manager, Corporate Finance Advisory

• This position is responsible for providing our client companies best-in-class service and financial expertise.
• This position is accountable for the accounting operations of their clients’ company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
• Additionally, the controller acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly.
• Oversee and provide exceptional service to clients including tax, accounting, and advisory services
• Manage production of monthly, quarterly, and financial reports and benchmarking
• Provide recommendations for business and process improvements
• Work with other managers to insure workflows are efficient and streamlined in and between offices and in and between audit and tax functions
• Coach, train, and mentor staff on client service, tax, and accounting matters
• Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows

Senior Manager, Accounting and Financial Advisory Services

HR/Payroll Intern

Senior Manager, Tax Credits & Incentives

Senior Tax Associate, Private Wealth

PA Application Analyst

EB-5 Case Manager

Tax Senior Manager, Private Wealth

Client Operations Manager

Tax Experienced Associate – NFP

Senior Manager, Accounting and Financial Advisory Services

Senior Associate, Client Accounting Services – Family Office

Senior International Tax Consulting Manager

Senior Administrative Business Partner

Senior Manager, Corporate Finance Advisory

Manager, Client Accounting Services – Family Office